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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1501
Altavista Wealth Management
North Carolina
$389K
IAS
1502
IMA Advisory Services
Colorado
$384K
1832 Asset Management
1503
1832 Asset Management
Ontario, Canada
$384K +$237K +1,861 +137%
SA
1504
Strategic Advisors
New York
$383K +$1.53K +12 +0.4%
WRF
1505
Waddell & Reed Financial
Kansas
$383K +$362K +2,842 New
OA
1506
Oxbow Advisors
Texas
$381K -$36.7K -288 -9%
Eagle Capital Management (New York)
1507
Eagle Capital Management (New York)
New York
$381K
PAS
1508
Park Avenue Securities
New York
$381K +$355K +2,782 New
DIA
1509
Davidson Investment Advisors
Montana
$380K
UF
1510
Univest Financial
Pennsylvania
$379K +$106K +831 +42%
TL
1511
TrueWealth LLC
Georgia
$378K -$9.3K -73 -3%
MPIA
1512
Mountain Pacific Investment Advisers
Idaho
$377K
TF
1513
TimeScale Financial
Massachusetts
$375K
FHC
1514
First Heartland Consultants
Missouri
$375K +$14.5K +114 +4%
BOTW
1515
Bank of the West
California
$373K -$31.9K -250 -8%
WA
1516
Wambolt & Associates
Colorado
$373K +$350K +2,749 New
FWP
1517
FAS Wealth Partners
Kansas
$371K -$11.9K -93 -3%
MF
1518
Manchester Financial
California
$371K -$3.7K -29 -1%
CHAM
1519
Clear Harbor Asset Management
Connecticut
$371K +$1.4K +11 +0.4%
CFG
1520
CMC Financial Group
Georgia
$370K +$350K +2,746 New
CG
1521
Corundum Group
Colorado
$369K +$348K +2,733 New
FMTC
1522
Farmers & Merchants Trust Company
California
$368K +$6.63K +52 +2%
BBP
1523
Banco BTG Pactual
Brazil
$368K +$348K +2,728 New
RIS
1524
Retirement Income Solutions
Michigan
$365K +$40K +314 +13%
FA
1525
FCG Advisors
New Jersey
$364K -$1.02K -8 -0.3%